BEI
Z icon

Benjamin Edwards Inc’s Zillow Z Stock Holding History

Benjamin Edwards Inc’s Portfolio Z Stock Details Z Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-427
Closed -$38K – 734
2021
Q3 		$38K Buy
427
+3
+0.7% +$303 0.02% 339
2021
Q2 		$52K Buy
424
+9
+2% +$1.09K 0.04% 271
2021
Q1 		$54K Buy
415
+40
+11% +$5.93K 0.04% 250
2020
Q4 		$49K Sell
375
-151
-29% -$16.7K 0.04% 250
2020
Q3 		$53K Sell
526
-60
-10% -$4.69K 0.04% 216
2020
Q2 		$34K Hold
586
– – 0.03% 232
2020
Q1 		$21K Buy
586
+18
+3% +$831 0.02% 241
2019
Q4 		$26K Buy
568
+76
+15% +$2.83K 0.05% 158
2019
Q3 		$15K Buy
492
+82
+20% +$3.27K 0.03% 194
2019
Q2 		$19K Buy
410
+146
+55% +$5.82K 0.05% 169
2019
Q1 		$9K Buy
+264
New +$9.42K 0.04% 209

Other funds holding Z

CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CAM
Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return